TrueAdvisor
TrueAdvisor
PC
PC

Peter Cohen

Ameritas Advisory Services, LLC
51 Years of Experience
West Simsbury, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Cohen is a registered investment advisor at Ameritas Advisory Services, LLC, based in West Simsbury, CT, with 51 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12 Rocklyn Ct Ste 101B, West Simsbury, CT, 06092

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter is a licensed independent insurance agent selling fixed insurance products through PC Planning & Benefits Inc, dedicating full-time hours to insurance sales and marketing, especially life insurance for businesses. He also has several other business activities including employee benefit sales, medical practice software reselling, and clearing house recovery services, each taking minimal time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
July 2008 - Present · 18 yrs 3 mos
Previous Registrations
Ameritas Advisory Services
July 2008 - November 2021 · 13 yrs 4 mos
Creative Resources Investment Advisors LLC
February 2007 - July 2008 · 1 yr 5 mos
Cr Broker Services, LLCBroker
January 2007 - July 2008 · 1 yr 6 mos
Walnut Street Securities, INC.
May 2006 - January 2007 · 8 mos
Walnut Street Advisers INC
October 2004 - November 2006 · 2 yrs 1 mo
Walnut Street Securities, INC.Broker
September 2004 - January 2007 · 2 yrs 4 mos
Walnut Street Advisers INC
September 2004 - October 2004 · 1 mo
Walnut Street Advisers INC
July 1999 - September 2004 · 5 yrs 2 mos
Walnut Street Securities, INC.Broker
April 1999 - September 2004 · 5 yrs 5 mos
W. S. Griffith & CO., INC.Broker
March 1993 - May 1999 · 6 yrs 2 mos
Phoenix Equity Planning CorporationBroker
April 1992 - March 1993 · 11 mos
Home Life Insurance CompanyBroker
July 1991 - March 1992 · 8 mos
W. S. Griffith & CO., INC.Broker
July 1991 - March 1992 · 8 mos
Radford Capital CorporationBroker
February 1985 - December 1985 · 10 mos
Pps Securities CORP.Broker
May 1983 - January 1991 · 7 yrs 8 mos
W. S. Griffith & CO., INC.Broker
July 1982 - October 1990 · 8 yrs 3 mos
Home Life Insurance CompanyBroker
May 1974 - October 1990 · 16 yrs 5 mos
State Registrations4 states
CACTFLNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in West Simsbury, CT →All financial advisors in Connecticut →
Peter Cohen - Financial Advisor | TrueAdvisor